books about: advisors
 
 



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The Complete TurtleTrader: The Legend, the Lessons, the Results72 reviews
Michael W. Covel

Collins Business, 2007

Good read
Good book. A lot of traders get caught up in the fundamental garbage, especially when they start out. Focusing on the noise just takes your attention off of what really matters - making money. I can't cant the number of times when a crop report comes out that supports my bias on the market, only to see the market move the opposite direction. The author did a great job of showing a simple ...
  
  











  



  
Storyselling for Financial Advisors : How Top Producers Sell29 reviews
Scott West, Mitch Anthony

Kaplan Business, 2000

An Advisor must read!
If you are considering a career in financial planning or are currently working in the financial services industry, this is a must read. Failure to read this book will insure you sound like everyone else and that will not understand your client.
  
  











  



  
Questions Great Financial Advisors Ask... and Investors Need to Know10 reviews
Alan Parisse, David Richman

Kaplan Business, 2006

Great book very helpful
This is a great example of how to develop deep relationships with your clients. The sincerity and quality of the questions are what really matter. One of the most difficult issues we deal with is how to put together a plan for our clients, without their open and honest communication the job can be left incomplete. This book will help you in asking those questions.
  
  











  



  
Own Your Own Corporation: Why the Rich Own Their Own Companies and Everyone Else Works for Them (Rich Dad's ...53 reviews
Garrett Sutton

Warner Business Books, 2001

Informative and Logical
As a general practitioner, not a specialist in asset planning but nevertheless having to advise clients with business concerns and real estate interests, this book is the best on the subject that I've come across. It's actually more informative and logical than bar association materials I've referenced in the past.
  
  











  



  
How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won't Get from Your Financial Advisor35 reviews
Ernie J. Zelinski

Ten Speed Press, 2004

interesting book
This is an excellent book on retirement...carol stanley author of For Kids 59.99 and Over
  
  











  



  
The Trusted Advisor31 reviews
David H. Maister, Charles H. Green, ...

Free Press, 2001

A Trusted Author
David is the written word authority on professional advisory services. The trusted advisor is a book, I first read when it was published and I find myself returning to it and sharing it along with other works of David's again and again. But if you can read just one and want to balance learning with the enjoyment of the read, I recommend The Trusted Advisory for all consultants and service ...
  
  











  



  
Rich Dad's Advisors: The ABC's of Property Management: What You Need to Know to Maximize Your Money Now (Rich ...2 reviews
Ken McElroy

Business Plus, 2008

Another great Rich Dad Advisors book!
I knew alot of what was in this book because I have been a landlord for years, but I still found it helpful. If I were just beginning I would love to have read this book. It would have been so helpful.
  
  











  



  
Rich Dad's Advisors®: The ABC's of Real Estate Investing: The Secrets of Finding Hidden Profits Most ...62 reviews
Ken McElroy

Business Plus, 2004

Crossed the "T"s and Dotted the "I"s
This was a thorough book. The author has real-life experience doing exactly what he writes about. He gives excellent advice on how to find the diamonds in the rough, and how to do 99% of your research BEFORE you spend a dime. I recommend this book to anyone in the industry. Fabulous!
  
  











  



  
Rich Dad's Advisors: Guide to Investing In Gold and Silver: Protect Your Financial Future (Rich Dad's ...15 reviews
Michael Maloney

Business Plus, 2008

Rich Dad Poor Dad
I have read several of the "Rich Dad Poor Dad" books, and have been enlighten with the information that was provided, and it has helped me personally deal with my financial issues. Plus, seeing my future is very different after reading these books.
  
  











  



  
Rich Dad's Advisors: The Advanced Guide to Real Estate Investing: How to Identify the Hottest Markets and ...1 review
Ken McElroy

Business Plus, 2008

Brilliantly detailed
This is a detailed and brilliantly written piece of work that is going to help me move up to the next level and make millions! Thanks!
  
  











  



  
Hedge Hunters: Hedge Fund Masters on the Rewards, the Risk, and the Reckoning53 reviews
Katherine Burton

Bloomberg Press, 2007

Reader-friendly interviews with hedge-fund legends
What are the qualities of a successful hedge fund manager? To answer that question, Katherine Burton profiled industry leaders who have outperformed their peers over time. Her book provides readers with a sweeping introduction to the hedge fund industry's top performers. You will discover how these investors got to the top, what strategies they employ, how they learn from their mistakes and what ...
  
  











  



  
Rich Dad's Advisors®: The ABC's of Building a Business Team That Wins: The Invisible Code of Honor That Takes ...7 reviews
Blair Singer

Business Plus, 2004

A core book to read if you are creating a team or a business
As a business coach and an entrepreneur for the last 10 years I found this book to be extremely helpful for myself and my clients. The core message of the book is to get your code of honor out of your head and on to paper for everyone to see and to buy into. A true professional leaves nothing to chance they believe in design! Every company has a personality so do you want your company's ...
  
  











  



  
Advisor for Life: Become the Indispensable Financial Advisor to Affluent Families4 reviews
Stephen D. Gresham

Wiley, 2007

Not just a book, a roadmap to success
Any financial advisor who doesn't take advantage of Steve's insights puts him/herself at a disadvantage. Steve writes based on unparalleled industry knowledge, the ability to anticipate future trends, and a solid dose of reality from extensive dealings with financial advisors. He is able to keep an audience spellbound and now translates much of that insight into a handbook that will guide those ...
  
  











  



  
Inside the House of Money: Top Hedge Fund Traders on Profiting in the Global Markets56 reviews
Steven Drobny

Wiley, 2006

Inside the House of Pain
It's a pleasure to say it: "House" is a worthy successor to Jack Schwager's "Market Wizards" series. Having first read it a few years ago, it's a shame I'm only just getting off my duff to review it now - in October 2008 - after so much has happened. As of this writing, Wall Street as we know it has "ceased to exist" (according to the WSJ). The investment banking model has gone up in smoke. ...
  
  











  



  
Rich Dad's Advisors®: The ABC's of Writing Winning Business Plans: How to Prepare a Business Plan That ...11 reviews
Garrett Sutton

Business Plus, 2005

Very informative!
ABC'S of Writing Winning Business Plans is one of the most informative books I have read on the subject! There are plenty of examples and scenarios that I was able to relate to. I believe this is an excellent book for all stages of starting a business.
  
  











  



  
Ferri's Clinical Advisor 2009: 5 Books in 1: Expert Consult: Online and Print (Clinical Advisor)1 review
Fred F. Ferri

Mosby, 2008

A great book
This is a great book to have. The online service is great where you do not need to carry the book around. When you register the book online, you can access the book online from any computer.
  
  











  



  
New Life Insurance Investment Advisor: Achieving Financial Security for You and your Family Through Today's ...22 reviews
Ben Baldwin

McGraw-Hill, 2001

Excellent User's Guide in Clear Language
Ben Baldwin has always been one of the clearest writers about life insurance from a financial planning perspective. The explanations of what the insurance industry would call "Advanced Underwriting" uses of life insurance in this book are clear, concise and free of jargon. Although this is a consumer book, I would recommend it to financial planning professionals to enhance their own understanding ...
  
  











  



  
Standards of Practice Handbook, 9th Edition2 reviews
CFA Institute

CFA Institute, 2005

Straight-forward, easy read.
The CFA Standards of Practice Handbook is a straight-forward read about the Standards of Practice for members and candidates of the CFA program. It explains each part of the outlined list of standards and also includes many examples of how each standard is applied and used in the finance world in practice. It's an easy read.
  
  











  



  
The Sports Medicine Patient Advisor22 reviews
Pierre Rouzier, Tammy White, ...

Sportsmed Press, 2004

Sports Medicine patient advisor
This book arrived in excellent condition and in the time promised. I am very pleased with the service I received. This is an excellent book for helping patients with exercises to return them to better functioning. Thank you J.R.
  
  











  



  
Rich Dad's Advisors: OPM: How to Attract Other People's Money for Your Investments--The Ultimate Leverage12 reviews
Michael A. Lechter

Warners Business Books, 2004

A Must Read For True Entrepreneurs
Michael Lechter's book "OPM" Other People's Money is one of the finest books written for creating financial leverage. The information teaches anyone how they can take an idea and truly turn it into a significant financial gain without risking their own capital. You do not need money to become successful. You need a worthwhile idea and other people's money and or resources to bring that idea ...
  
  











  








   



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